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Heritage Wealth Management (Arizona)’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio AAAU Stock Details AAAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$3.62K Buy
200
+100
+100% +$1.72K ﹤0.01% 919
2022
Q3 		$2K Hold
100
– – ﹤0.01% 856
2022
Q2 		$1.79K Hold
100
– – ﹤0.01% 894
2022
Q1 		$2K Buy
+100
New +$1.87K ﹤0.01% 881

Other funds holding AAAU

MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
CCM
Courage Capital Management Nashville, Tennessee $70.6M AUM 13.29% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AAAU Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 100% in Q4 2022, buying an estimated $1.72K and bringing the position to 200 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Heritage Wealth Management (Arizona) first reported a position in AAAU in Q1 2022 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold AAAU as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 200 shares of Goldman Sachs Physical Gold ETF Shares worth $3.62K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 100 Goldman Sachs Physical Gold ETF Shares shares in Q4 2022, an estimated $1.72K.
  • Goldman Sachs Physical Gold ETF Shares made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #919 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Goldman Sachs Physical Gold ETF Shares in Q1 2022 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.